After Nvidia’s blowout guidance, here is the percent of revenue other companies will get from AI this year.

The note, from JPMorgan analysts led by Gokul Hariharan, points out that direct AI related exposure is small for most Asian tech companies, but investors will start pricing in that potential. Its picks in Asia with higher exposure to AI are Unimicron
3037,
+7.76%,
Aspeed
5274,
-0.55%,
Quanta
2382,
+7.58%,
Chroma
2360,
+1.54%,
Elite Material
2383,
+7.09%,
Taiwan Semiconductor Manufacturing
2330,
+3.43%

TSM,
-0.34%,
SK Hynix
000660,
+5.94%,
and Zhongji Innolight.

Taiwan’s TAIEX
Y9999,
+0.82%,
home to many of these companies, outperformed other Asian bourses on Thursday.

Related: Nvidia barrels toward rare $1 trillion valuation after putting a dollar figure on AI boost